Loan Booking & Validation Specialist
On-siteFranklin, Tennessee, United States or Lexington, Tennessee, United States
Job Summary
Book and board closed, funded loans into the bank's core accounting system, ensuring timely and accurate processing via manual entry or automated uploads. Interpret loan documents generated by the Loan Origination System and attorneys, then perform next-day reviews of critical fields booked by other specialists to verify accuracy. Process loan disbursements into the core system and initiate necessary fee payments while strictly adhering to bank policies, laws, and regulations. Maintain confidentiality with sensitive information and report any compliance violations or suspicious activity. Requires two years of loan operations experience and strong attention to detail.
Required Qualifications
- High School diploma or equivalent
- Two years' experience in loan operations, loan review or similar jobs
- Demonstrated excellent verbal and written communication skills
- Critical thinking
- Strong attention to detail
- Ability to multi-task
- Ability to provide a positive experience for customers, both internal and external, and act in a professional manner
- Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
- Ability to interpret LOS generated and attorney prepared loan documents
- Ability to perform a next day review of key critical fields for loans booked by other loan specialists to ensure accuracy in a timely and accurate manner, within established turnaround times
- Ability to properly process loan disbursements into the core and initiate payment of fees, etc. as necessary
- Ability to understand and comply with bank policy, laws, regulations as applicable to your job duties
- Ability to complete compliance training
- Ability to adhere to internal procedures and controls
- Ability to report any known violations of compliance policy, laws, or regulations
- Ability to report any suspicious customer and/or account activity
Desired Qualifications
- College degree or coursework in finance or related studies
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